Institutional Ownership First Tr Morningstar Dividend (FDL)
This table provides information about the institutional ownership of First Tr Morningstar Dividend (FDL). We have compiled data on the 432 institutions that hold shares in the stock, with a total of 68.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.95 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
169,691
shares
|
$7.38 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
169,234
shares
|
$7.37 Million
3.92% of portfolio
|
Q2 2024
Reduced 56.95%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Feb 12, 2025 Q4 2024 |
164,543
shares
|
$7.16 Million
3.67% of portfolio
|
Q4 2024
Added 4.95%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Feb 10, 2025 Q4 2024 |
155,219
shares
|
$6.76 Million
1.14% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Feb 10, 2025 Q4 2024 |
153,664
shares
|
$6.69 Million
0.59% of portfolio
|
Q4 2024
Added 6.01%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
153,076
shares
|
$6.66 Million
0.42% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Harvest Investment Services, LLC
|
Feb 14, 2025 Q4 2024 |
149,918
shares
|
$6.52 Million
1.57% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
142,692
shares
|
$6.21 Million
0.04% of portfolio
|
Q4 2024
Added 2.91%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
138,793
shares
|
$6.04 Million
0.02% of portfolio
|
Q4 2024
Added 3.69%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
137,437
shares
|
$5.98 Million
1.03% of portfolio
|
Q4 2024
Added 8.17%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
130,601
shares
|
$5.68 Million
1.13% of portfolio
|
Q4 2024
Added 3.01%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
124,627
shares
|
$5.42 Million
0.42% of portfolio
|
Q4 2024
Reduced 97.71%
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
121,434
shares
|
$5.28 Million
0.51% of portfolio
|
Q4 2024
Added 2.95%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
120,278
shares
|
$5.23 Million
0.13% of portfolio
|
Q4 2024
Added 12.19%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
119,721
shares
|
$5.21 Million
0.01% of portfolio
|
Q4 2024
Added 150.22%
|
|
|
Hfg Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
117,803
shares
|
$5.13 Million
4.3% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
117,424
shares
|
$5.11 Million
0.02% of portfolio
|
Q4 2024
Added 6.45%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 13, 2025 Q4 2024 |
117,403
shares
|
$5.11 Million
1.47% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Feb 28, 2025 Q4 2024 |
113,618
shares
|
$4.94 Million
3.16% of portfolio
|
Q4 2024
New holding
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Jan 22, 2025 Q4 2024 |
108,324
shares
|
$4.71 Million
2.23% of portfolio
|
Q4 2024
Reduced 2.94%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
106,652
shares
|
$4.64 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Prosperity Consulting Group, LLC
|
Feb 14, 2025 Q4 2024 |
102,672
shares
|
$4.47 Million
0.32% of portfolio
|
Q4 2024
Added 17.99%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jan 17, 2025 Q4 2024 |
100,818
shares
|
$4.39 Million
2.24% of portfolio
|
Q4 2024
New holding
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
98,750
shares
|
$4.3 Million
0.9% of portfolio
|
Q4 2024
Added 10.82%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
98,191
shares
|
$4.27 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.6%
|